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The sales receipts are issued when the customer used to pay off the amount of product or service without any invoice. So, the sales receipt record the revenue from both cash and sale received. It becomes important to import sales receipts into QuickBooks Online using Dancing Numbers Online. As it provides an automatic process that helps you to transfer your data accurately without any issues and saves your time as well. Below, you get to know the steps to import all your sales receipt data in bulk using the automatic method.
Dancing Numbers helps small businesses, entrepreneurs, and CPAs to do smart transferring of data to and from QuickBooks Online. Utilize import, export, and delete services of Dancing Numbers software.
Pre-requisites that is Required Before Processing the Import Process
Connect QuickBooks Online to Dancing Numbers Online via QuickBooks AppStore. Just click on “Get App Now” to start using the Dancing Numbers Online application program. You can also start the 7 Days Free Trial if you are not subscribed for Dancing Numbers Online yet.
Steps to Import the Estimates into QuickBooks Online using Dancing Numbers Online
The steps to import the sales receipt data into QuickBooks Online using Dancing Numbers Online software is mentioned here:
- Upload: Firstly, click on the Browse button then locate the sales receipt file to upload. The file must be in .txt, .csv, .xls, or .xlsx format. Click on the upload button and it uploads the file into Dancing Numbers Online software.
- Mapping: After uploading the file, you have to map the fields and filter the data to import what is required and what is not. After that, proceed to the next step of reviewing the data.
- Import: When you are done with mapping the fields, then you have to check the data before starting the importing process. When everything is ok then click on the Import button then the automatic import process started and got notified when done.
Import Sales Receipt Fields in Dancing Numbers Online
| Field Name | Format | Description |
| Sales Receipt No | 21 Characters | Mention the sales receipt number for this transaction done. This number is used internally by QuickBooks for processing internally. After that, QuickBooks auto-generates the new value and you can change it in the import settings. |
| Customer | Characters | Provide the customer’s name. |
| Sales Receipt Date | Date | Provide the transaction date for the sales receipt. |
| Shipping Date | Date | Date for the delivery of goods or services. |
| Tracking No | 30 Characters | Shipping provider’s tracking number for the delivery of the goods associated with the transaction. |
| Deposit To | Characters | Asset account where the payment money is deposited. |
| Payment Method | Characters | Mention the method of payment with whom you are receiving payments. |
| Reference No | 21 Characters | The reference number for the payment received. (E.g. Check # for a check, envelope number for a cash payment, Credit Card Transaction Id for a credit card payment) |
| Billing Address Line 1 | 500 Characters | It is the first line of the billing address for the invoice. |
| Billing Address Line 2 | 500 Characters | It is the second line of the billing address for the invoice. |
| Billing Address Line 3 | 500 Characters | It is the third line of the billing address for the invoice. |
| Billing Address City | 255 Characters | Mention the name of the city for your billing address. |
| Billing Address Postal Code | 31 Characters | Mention the zip code for your billing address. |
| Billing Address Country | 255 Characters | Mention the name of the country for your billing address. |
| Billing Address State | 255 Characters | Provide the name of the state for your billing address. |
| Shipping Address Line 1 | 500 Characters | It is the first line of the shipping address for the invoice. |
| Shipping Address Line 2 | 500 Characters | It is the second line of the shipping address for the invoice. |
| Shipping Address Line 3 | 500 Characters | It is the third line of the shipping address for the invoice. |
| Shipping Address City | 255 Characters | Mention the city’s name for your shipping address. |
| Shipping Address Postal Code | 31 Characters | Mention the zip code for your shipping address. |
| Shipping Address Country | 255 Characters | Mention the name of the country for your shipping address. |
| Shipping Address State | 255 Characters | Mention the name of the state for your shipping address. |
| Memo | 4000 Characters | Organization-private note about the transaction. This note will not appear on the transaction records by default. |
| Message displayed on sales receipt | 1000 Characters | User-entered message to the customer; this message is visible to end-user on their transactions. |
| 100 Characters | Email address. The address format must follow RFC 822 standard. | |
| Print Status | Boolean | Mention the Print status of the sales receipt. |
| Email Status | Boolean | Mention the Email status of the sales receipt. |
| Shipping | Decimal | The shipping amount for this transaction. |
| Sales Tax Code | Characters | The tax code associated with the sales tax for this transaction. |
| Sales Tax Amount | Decimal | Total tax amount for this transaction. |
| Discount Amount | Decimal | You have to provide the discount amount. You may enter either a discount percent or a discount amount. If the percent is specified, it will override the amount. |
| Discount Percent | Decimal | Percentage by which the amount due is reduced, from 0% to 100%. To enter a discount of 8.5% use 8.5, not 0.085. You may enter either a discount percent or a discount amount. If the percent is specified, it will override the amount. |
| Discount Account | Characters | You have to provide the discount amount. You may enter either a discount percent or a discount amount. If the percent is specified, it will override the amount. |
| Apply Tax after Discount | Boolean | If FALSE or NULL, calculate the sales tax first, and then applies the discount. If TRUE, subtract the discount first and then calculate the sales tax. |
| Service Date | Date | Date when the service is performed. |
| Product/Service | Characters | Mention the product / service name that you are taking. |
| Product/Service Description | 4000 Characters | Write about the product / service you have taken. |
| Product/Service Quantity | Decimal | Mention the quantity of the product / service in numbers. |
| Product/Service Rate | Decimal | Mention the rate of your product or service you are assigning a credit memo for. |
| Product/Service Amount | Decimal | In this field, mention the total amount of your product / service for which you are creating a credit memo. |
| Product/Service Taxable | Boolean | In this field, if it’s true then you have to mark the line amount for tax calculation. |
| Product/Service Class | Characters | Mention the class name that is associated with this line. |
| Deposit | Decimal | The deposit made towards this invoice. |
| Location | Characters | If the location is provided or you can enter the location here. |
| Custom Field Name (1) | 15 Characters | Mention the custom field name here. |
| Custom Field Value (1) | 31 Characters | Mention the custom field value here. |
| Custom Field Name (2) | 15 Characters | Mention the custom field name here. |
| Custom Field Value (2) | 31 Characters | Mention the custom field value here. |
| Custom Field Name (3) | 15 Characters | Mention the custom field name here. |
| Custom Field Value (3) | 31 Characters | Mention the custom field value here. |
| Currency Code | Characters | Write the currency reference where the amounts are expressed on the associated transactions. |
| Exchange Rate | Decimal | In this field the 1 is the default. It is applicable when the multi-currency is shown for the company. The home currency unit number is equal to one unit of the currency that is specified by the field of currency code. |
| Possible | Decimal | In this field the 1 is the default. It is applicable when the multi-currency is shown for the company. The home currency unit number is equal to one unit of the currency that is specified by the field of currency code. |
Start importing Sales receipts into QuickBooks Online using Dancing Numbers Online. This is an easy and user-friendly process that saves time and lets you import the data in bulk. For any grievances connect with the Dancing Numbers team. The team members are professionally trained to help you in resolving any problem and issues. You can do a live chat with experts or send an email at support@dancingnumbers.com or do a LIVE CHAT with them. The team is available to help you out with all your issues whenever required.
Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.
Frequently Asked Questions (Faqs)
What if I want to Change the Sales Receipt Number after Importing the Sales Receipt into QuickBooks Online using Dancing Numbers Online?
You can change the sales receipt number in your import settings easily.
Can I import the Sales Receipt Text Files into QuickBooks Online using Dancing Numbers Online?
Yes, You can import the Text, CSV, and Excel files into your QuickBooks Online using Dancing Numbers Online.
Do I have to fill all the Fields mentioned in the Table above while Importing Sales Receipts into QuickBooks Online using Dancing Numbers Online?
All the fields are important so, you have to fill all the data correctly. All the fields required information about the product or service you took the sales receipt for.
What if I got the Error Message no Matched Reference was Found for the Specified Customer?
In this case, you are required to enable the Auto Creation of List Entities (Customer or Vendor). After this, try to match the reference number for the Sales receipt number.
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